- Candidate will support the Account Transfer (ACATS) team and will be responsible in supporting asset transfers between contra firms.
- Our clients are our branches and candidate is expected to provide exceptional service to our internal clients along with in-depth knowledge of ACATS and our system.
- Candidate will be responsible to quality control client paperwork received from our branch offices in order to forward to various financial institutions for further processing.
- Also have the ability field phone calls from contra firm.
- They will be working closely with the firm's branch offices. Knowledge of Mutual Funds, Account transfers and overall brokerage information a plus.
- Strong customer service skills required.
- Resource will be responsible to support the transfer of assets between financial institutions
- . Products include Stocks, Bonds, Mutual Funds and Cash.
- Role requires of level of client service through phone and electronic communication which require strong verbal and written skills. Knowledge of mutual fund processing and core back office is preferred.